Step 1: Log in
Go to PublicInput.com
Type in your email and password and click Sign in
Step 2: Select Your department
When you login, you land on the organization home page. From the home page, select your department under the list on the middle of the page.
Step 3: Select New Initiative or Survey
Once in your department area select the ‘New Initiative or Survey’ button in the top right.
Step 4: Setup your Survey
You will be prompted to enter:
A title for the project
The anonymity of participants
∙ Anonymous allows participants to participate anonymously, with
controls in place to avoid ballot stuffing
∙ Require login will ask someone to use an existing (facebook, twitter,
or google) account to to create an account
∙ Light login will ask participants to share their email and name
before participating, so they can be linked to other participation
with the same email
∙ Content + Questions – this is the most common, can be used for
surveys, webpages, engagement forums, and all other
configurations of the engagement tools
∙ Question Series – Shows one Question after another
∙ Chatbot – presents questions as a messenger conversation
All of these can be changed inside the settings of the project once created.
You have now created a project!
Step 5: Editing the Project/Survey Name
Note the name; It is public.
Click the text to edit.
Editing text will make a blue save button appear. Make sure to press it to make sure changes stick.
Step 6: Metrics
Metrics for the project are shown under the project title.
Views – numbers of views of the page (not unique)
Participants – number of persons who have taken one action (comment or response)
Response – selecting
Subscribers – if you have an email signup or require some sort of login, the number of people who have signed up for the project – you can email them in the email system
Step 7: Preview your Survey
On the right you will see the button: View live site – this opens a new tab so you can preview your page.
Other languages are shown. This allows you to jump directly to translated versions of the system. The automatic translation is google translate, but this can be edited to ensure accuracy.
Step 8: Finding your Survey's URL
Note the number in the url bar – that’s unique to this project and how you can quickly share it (pid=yyyy, or www.publicinput.com/yyyy)
Step 9: Data Organization
Note the tabs below the metrics – this is how all data is organized. Other articles discuss each tab in further detail
∙ Survey + Content – described below
∙ Email – each project has its own email address, emailing it will add the comments to your overall results
∙ SMS – activities can be translated into text activities
∙ Social – you can connect to social posts or connect posts about the activity
∙ Meetings + Offline – manage your offline activities here. Collect and document participation collected in person (through kiosk) or on paper (data entry)
∙ Comments – an overview of your comments that can be reviewed and analyzed
∙ Participants – see a map of participation, where participants came to access the page, create special links for specific outreach, and a full list of participants
∙ Results and Data – download your data, create a dynamic report
Settings – overall settings for the specific project
∙ Add a submit button to your survey (results are collected at time of each activity submission)
∙ Add a location for your project
Step 10: Publish + List
Once you’ve created a page, it is live!
If published is green, anyone can access the page without login
If listed is green, then it is listed on the agency’s page
Step 11: Survey + Content
Here you add your engagement activities
'Add question' will allow you to add engagement activities. What types
of engagement activities can I add?
◦ Single answer
◦ Correct Answer (a single answer question with a correct answer)
◦ Rank Options
◦ Matrix (a set of questions with the same answers, often a scale)
◦ Scale (pick between two poles)
◦ All quantitative questions can include a comment box
◦ All quantitative questions can show results immediately after participation
◦ Comment participation can be public or private. If public, participants can engage with each other and staff can reply to comments as the agency
◦ Open Ended
◦ Short Answer
∙ User Information
◦ Contact Info (use to collect email, zip code, phone number, and/or address)
◦ User Location (An easier way to gather participant location using a circle the participant drags to their location)
◦ Shape Selection (select shapes on an image)
◦ Map (Drop pins and lines on a map and add comments to the map)
◦ Map Shape Selection (select shapes you draw or add on a google map)
Demographic categories connected to Census Data (if enabled)
◦ Skip logic
◦ Confirmation (used when you have a poll series)
You can drag and drop engagement activities to change their order
or change the width with the plus and minus buttons
To edit an activity after adding to the content area, select the gear on the top left of the question
Add content boxes – text, images, video – to supplement the engagement tools.
As content is added, a blue save button appears in the bottom right.
To make your activity / survey multiple steps, select the step tabs at the top of the content area
Step 12: Documents
At the bottom of the page you can add documents; a documents box will appear in the content area that you can move around.
Things to note:
Your project page can have a short code if needed, let the Publicinput
customer success team know what you might need.
If you need to accept responses at a meeting, use the kiosk mode
under ‘Meetings and Offline’
If you need to do data entry, use the data entry button under ‘Meetings and Offline’
If you get stuck, don’t get frustrated! Click the little chat button on the
bottom right to talk to one of our customer support team.
Need to make a change? No problem! Nothing in the system is ever set in stone.